Wealth jobs in ColchesterCreate job alerts

The Just Recruitment Group, is currently recruiting for a UK wide manufacturing-based construction company providing high quality solutions along with excellent customer service. They have a wealth of experience within the industry and understand the importance of producing excellent quality products for their clients. They are looking for a Fitter/Labourer to join the team based near Colchester. This would suit candidates with a groundworks, fencing background.The Fitter position will be traveling to sites to support the Team Leaders and will involve a lot of heavy work such as digging, lifting and manual labour. About you: Willing to work long hours Physical able and willing to do manual labour CSCS card would be preferable Manual labour experience is preferable Driving licence is essentialHappy to stay away from home as requiredBenefits: Competitive salary basic salary plus overtime 20 days holidays plus bank holidays Lots of progression is available for the right candidate as this company like to promote within. Opportunity to be put through training courses This is an excellent opportunity to join a vibrant company on a full time, perm basis.

Title: IFA Administrator \n\nLocation: Colchester\n\nSalary: £30,000 - £33,500 (Dependent on experience)\n\nDays/ Hours of work: Monday - Friday, 8:30am - 5:00pm\n\nBenefits \n\n23 days holiday + bank holidays (increasing to 25 days after 5 years)\nOffice closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company)\nDeath in Service policy (after qualifying period)\nIncome Protection (after qualifying period)\nWorkplace pension scheme\nFriendly, close knit and supportive team environment\nParking costs covered/ space provided where available \n\nThe company \n\nA well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.\n\nThis is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.\n\nDuties\n\nProcessing new business applications for both new and existing clients\nManaging pension and ISA transfers from initiation through to completion\nHandling trust applications and inheritance tax planning cases\nProcessing tax wrapper switches and withdrawals\nSetting up investment income and pension income\nManaging Letters of Authority and annuity applications\nSubmitting applications and ensuring accurate completion across all systems\nTracking cases and providing updates through to completion\nLiaising with providers and clients to resolve queries\nUsing intelliflo as the core CRM/database system\nWorking across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter\nProcessing fund withdrawals and coordinating payments to clients \n\nThe ideal candidate \n\nMinimum of 2 years' experience within an IFA firm (essential)\nStrong background in new business processing across a variety of financial products\nExperience handling cases from start to finish\nExcellent attention to detail and organisational skills\nStrong communication and relationship building abilities\nA team player who thrives in a collaborative, friendly but hardworking environmentOffice Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.\n\nOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.\n\nBy applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

The Private Wealth team has developed a strong reputation for advising entrepreneurial HNW and UHNW individuals, families and business owners on a broad range of complex private wealth matters. Alongside day-to-day work, you will be supported in developing a strong technical foundation across both c

An established and highly regarded law firm in Cambridge is seeking a talented Private Wealth Solicitor to join its growing team.

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.

An established and well-respected regional law firm is seeking a Solicitor or Legal Executive to join its specialist Private Wealth team.

An opening exists for a trust/private wealth lawyer to join a highly respected team advising private clients, family offices, trust companies and other intermediaries on some of the most innovative and interesting private wealth management work in the world. Trusts/Private Capital Lawyer - opportuni

Your New Role A fantastic opportunity has arisen for an experienced Tax & Estate Planning Solicitor to join a well-established and highly regarded Private Client team.Youll handle a diverse and high-quality caseload spanning estates, trusts, wills, and tax planning, with

A well-established Investment Management firm with an office in Bristol, offering Investment Management services and Wealth Planning to HNW clients. The Investment Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strate

Bonhill Partners are supporting a leading asset management firm in their search for an Application Support Analyst.This role supports internal business users across multiple teams, managing production issues and defects for both internal and third-party systems.The position involves ownership and co

The team has built a strong reputation for advising entrepreneurial high net worth and ultra high net worth individuals, families and business owners on complex private wealth matters spanning succession and estate planning, trusts, tax and wealth structuring, alongside high value contentious probat

At LCH/Wealth, paraplanning is not a back-office afterthought.

Wealth Planners acts as a trusted adviser to customers helping them achieve their financial goals by providing wealth planning and investment advice. Work closely with our Wealth acquisition team to transform prospects to invested customers. Engage with digital technologies, products and solutions t

Become a recognised specialist within the global Private Wealth and Fiduciary Services market. Becoming a trusted advisor within the Private Wealth and Trust sector. Previous experience recruiting within Private Wealth, Trust, Corporate Services, Funds or Financial Services.

We are working on an excellent opportunity with a leading Offshore firm in Guernsey, who are looking for a senior associate to join their private wealth team. Admitted in a common wealth jurisdiction.

A leading London Private Wealth team at an international law firm is looking to hire a mid-level Associate to advise an international HNW/UHNW client base on sophisticated cross-border wealth structuring, succession and tax planning matters. Strong private wealth/private client experience from a rec

The Private Wealth team has developed a strong reputation for advising entrepreneurial HNW and UHNW individuals, families and business owners on a broad range of complex private wealth matters. Alongside day-to-day work, you will be supported in developing a strong technical foundation across both c

Interim CEO (SMF1) – Wealth Management / Private Banking. Exec Capital has been engaged to identify an Interim Chief Executive Officer (SMF1) for a London-based international wealth management business operating within an FCA-regulated environment. Its international wealth management division oper

W1M is looking for its first dedicated Reward Manager to help shape and build the next phase of our reward strategy as the business continues to evolve and grow.This is a unique opportunity for someone who enjoys operating both strategically and operationally that wants to play a hands-on role in bu

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

Wealth Services Platform | Custody & Asset Servicing Operations. BNY Pershing – Wealth Services Platform. BNY Pershing’s Wealth Services Platform.

Strong working knowledge of the UK regulatory landscape, with particular exposure to AFM and COLL frameworks.Confident producing clear, concise regulatory summary reports and presenting findings to key stakeholders.Experience contributing to compliance initiatives, projects and thematic reviews —

We are a highly successful, award-winning Wealth and Investment Management business on an exciting growth path seeking additional support within our in-house Legal & Governance team.

We are seeing increased demand from a number of leading practices in Cayman Islands who are looking for associates to expand their corporate, finance, litigation, funds and Private Wealth teams.

IFA Administrator - Wealth Management. A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

W1M is seeking an experienced and commercially minded Senior HR Business Partner to join the HR team during an exciting period of growth, integration and organisational evolution who will play an important role in helping shape and strengthen the next phase of the HR function.We are looking for some

We are working with a leading global consultancy (FS-focused) that is scaling its Wealth & Asset Management practice and looking for experienced Business Analysts to join high-impact transformation programmeson site with leading Wealth & Asset Managers. Business Analysts – Wealth & Asset Managemen

Client Onboarding experience within Wealth Management / Private Banking. Level 4 Wealth Management or Compliance & Compliance Risk qualification (or equivalent) - preferred.

Nigel James Associates are delighted to be working with one of the country’s top Wealth Managers supporting them to recruit for an experienced Financial Planner to join them in their Bristol office.

Our client is a boutique wealth management company, highly recognised with a fantastic reputation. The Assistant Portfolio Manager will communicate written portfolio strategy communications for the Wealth Management company’s monthly and quarterly investment output. Portfolio Management – on the

Advises clients on protection solutions, assessing needs and recommending products, with a focus on sales and compliance.

A highly regarded Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in London. Minimum 3 years’ experience as a Paraplanner or Assistant Wealth Planner.

Unity is advertising this opportunity on behalf of our client.All applications will be directed to our client.Are you an experienced cleaner looking for flexible work that fits around your life?.Whether you’re looking to fill gaps between other jobs or build a full-time income on your terms, this

Learning & Development Data Analyst.At Barchester Healthcare, we are committed to developing our people and creating a culture of continuous learning across our organisation.We are looking for a Learning & Development Data Analyst to join our L&D team and play a key role in ensuring the accuracy, in

Unity is advertising this opportunity on behalf of our client.All applications will be directed to our client.Are you an experienced cleaner looking for flexible work that fits around your life?.Whether you’re looking to fill gaps between other jobs or build a full-time income on your terms, this

We are recruiting a Fleet and Driver Compliance Officer to join an award-winning team.Forming part of the existing Fleet Compliance Team to strengthen you will support Operator Licence compliance across the organisation.West Lothian Council operates a fleet of around 1,100 vehicle and plant items su

Assist with the delivery of a clean and safe user environment within various premises across East Ayrshire in order to assist with the promotion, delivery and integration of the Council’s key objectives; specifically in relation to the Community Plan, Shared Commitments, Single Outcome Agreement a

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 52-week non-sessional post i.To assist in the provision of a high quality cleaning service within Council buildings.Please download the Job Outline/Pers

Temporary Medical Receptionist (Remote).Remote (Supporting a GP Surgery).Temporary 1st June until approximately September (end date TBC).We are seeking a reliable and organised.GP surgery team on a temporary remote basis from.This is an excellent opportunity for someone with previous GP or healthcar

The Staffing Network are a national labour provider and we are looking for 3.Kempston You will be responsible for visiting clients nationwide and servicing their industrial floor mats.The job requires a lot of bending and lifting heavy mats therefore candidates must be physically fit.You must hold c

Director of Financial Crime (MLCO) - North West England (Hybrid - 3 days in office).I’m currently working on a high-impact Financial Crime leadership role within a well-established, commercially successful business operating in a regulated environment.This is a Director-level position, sitting in

Data Analytics Intern (Remote).We are hiring on behalf of a fast-growing.This is an exciting opportunity to work closely with founding teams and gain hands-on experience in extracting insights, building dashboards, and driving data-backed decision-making in a high-impact environment.Collaborate with

Onboarding Officer (HR / Compliance).Fixed Term Contract of 9 months | 37.Salary: From £29,000 per annum.Remote-based (Based with easy commuting distance to Northampton and London) *Training may be based in our HO in Northampton.Closing Date: 12/6/26 or sooner for right candidate.Bright Horizons is

B2B Audience Strategy & Data Analyst.This role sits within a data and marketing operations function focused on building and optimising B2B audience strategies.The position plays a key role in developing data-driven segmentation, targeting, and measurement approaches that improve marketing effectiven

Data Business Analyst | Contract.Up to £450/day • Remote • Occasional Ipswich visits.Are you a technically-minded BA with a consulting background and the communication skills to match? This one's for you.We're working with a leading consultancy to place a Data Business Analyst on a large-scale

Click the "Easy Apply" button above and upload your resume.CreditFlow, a product from FINSIGHT, is seeking a senior leader to serve as the.Senior Managing Analyst for Europe ABS/Structured Finance Capital Markets Research & Data.This role sits at the intersection of.FINSIGHT provides unparalleled vi